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Current Issue    About the Register

Nov/Dec 2014

Cover Profile:
Michelle K. Blair - Turning Point

Our final editorial theme for the year deals with an assessment of what was accomplished in 2014 and moving forward to 2015. Michelle Blair, Vice President of Office Operations at the Design Capital Planning Group in Smithtown,New York is our cover story. She has a special attachment to the IARFC as this year she was voted onto the Board of Directors of the Association. She also is an ardent supporter of the National Financial Plan Competition.

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Joining the Great and the Good

The world is made of givers and takers. Philanthropists are givers. They also have assets providing the money they give away. As a regular reader of the Register you are likely a successful consultant, agent or advisor. Giving back is an excellent way of saying “thanks” for your good fortune.

by Bryce M. Sanders 



Using Gifts of a Remainder Interest

Trying to find the most tax efficient transfer can be challenging, especially when giving or transferring assets to family members.

by Jeff Rattiner 


 

 

“Egghead Nerd” downgraded to “Run-of-the-Mill”

A lot has changed in 30 years — a lot. 30 years ago, there were no computers, internet, cell phones, answering machines, voicemail or PowerPoint. I remember giving presentations using overlays on projectors. You could buy the overlays and just change them as you talked. As you can imagine we were on the phone a lot and the “personal” touch was the norm.

by Steve Bailey 

 

 

A practitioner-oriented financial magazine written and distributed monthly by the IARFC. The Registerincludes practitioner profiles, articles, interviews, book reviews and practical practice management, client service and marketing recommendations.  

 

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